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13F holdings

Hood River Capital Management LLC portfolio

Managed by . 167 reported positions worth $10.0B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.

$10.0B
Book value
167
Positions
29%
Top 10 weight
+31
New this quarter
-39
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (31)
TickerIssuerValueShares% of book
CAVACAVA GROUP INC$95.4M1,179,4410.96%
PTGXPROTAGONIST THE$87.4M829,2850.88%
USARUSA RARE EARTH INC$79.4M4,242,9410.80%
ARWRARROWHEAD PHARMACEUTICALS IN$66.2M1,056,5340.66%
KEXKIRBY CORP$61.7M464,3220.62%
PLMRPALOMAR HOLDINGS INC$50.9M426,0460.51%
TCBITEXAS CAPITAL BANCSHARES INC$49.0M516,9660.49%
KNFKNIFE RIVER CORP$41.7M510,6220.42%
LIVNLIVANOVA PLC$40.5M636,5400.41%
RCATRED CAT HOLDINGS INC$39.7M3,033,0050.40%
XENERGY REACTOR COMPANYXENERGY REACTOR COMPANY$33.5M2,304,5590.34%
OKLOOKLO INC$29.2M589,2940.29%
MMEDMINIMED GROUP INC$22.5M1,505,7780.23%
YSSYORK SPACE SYSTEMS INC$21.9M988,5100.22%
FTAIFTAI AVIATION LTD$21.7M88,6280.22%
CRVSCORVUS PHARMACEUTICALS INC$19.5M1,335,1090.20%
AMSCAMERICAN SUPERCONDUCTOR CORP$13.5M398,7110.14%
BOBSBOBS DISCOUNT FURNITURE$11.1M947,9840.11%
MWHSOLV ENERGY INC-CL A$9.4M312,2550.09%
URGUR-ENERGY INC$9.3M6,234,8410.09%
EKSO BIONICS HOLDINGS INEKSO BIONICS HOLDINGS INC$8.9M133,6360.09%
OFRMONCE UPON A FARM PBC$6.8M418,1310.07%
LYTSLSI INDS INC$5.8M313,6500.06%
SSIISS INNOVATIONS INTERNATIONAL$4.2M833,3330.04%
SGHCSUPER GROUP SGHC LTD$3.9M360,0000.04%
Closed out (39)
TickerIssuerWas worthShares% of book
CIENCIENA CORP$106.1M453,7790.00%
CWANCLEARWATER ANALYTICS HDS-A$103.8M4,304,7070.00%
GSATGLOBALSTAR$75.6M1,238,1320.00%
RVMDREVOLUTION MEDICINES INC$75.3M945,5850.00%
EWBCEAST WEST BANCORP INC$71.4M635,6820.00%
CNMCORE & MAIN INC-CLASS A$69.2M1,330,8000.00%
EXLSEXLSERVICE HOLDINGS INC$66.8M1,574,1330.00%
MIRMIRION TECHNOLOGIES INC$65.1M2,780,1370.00%
ODDODDITY TECH LTD-CL A$31.5M783,7300.00%
NCNONCINO INC$31.5M1,226,7260.00%
QTWOQ2 HOLDINGS INC$28.4M393,0410.00%
CALXCALIX INC.$27.7M523,2610.00%
ACLXGBXARCELLX INC$21.9M335,5000.00%
WALWESTERN ALLIANCE BANCORP$20.7M246,2080.00%
TWLOTWILIO INC - A$19.8M139,1740.00%
PARPAR TECHNOLOGY CORP/DEL$19.1M526,7260.00%
SELECT MEDICAL HOLDINGS SELECT MEDICAL HOLDINGS CORP$18.8M1,266,8870.00%
XZOEXZEO GROUP INC$10.7M442,5680.00%
WSMWILLIAMS SONOMA INC$9.4M52,6620.00%
CYTKCYTOKINETICS INC$8.7M137,5970.00%
COHRCOHERENT INC$8.5M46,1860.00%
SOFISOFI TECHNOLOGIES INC$7.6M291,6900.00%
ASAMER SPORTS INC$6.9M184,0450.00%
OKTAOKTA INC$6.7M77,9590.00%
LUNRINTUITIVE MACHINES INC$6.5M402,9220.00%
Added to (90)
TickerIssuerValueShares% of bookShares Δ
APLDAPPLIED DIGITAL CORP$547.8M23,075,6125.49%+5%
FIXCOMFORT SYSTEMS USA INC$343.9M249,3853.45%+1%
DOCNDIGITALOCEAN HOLDINGS INC$299.1M3,487,1183.00%+206%
BEBLOOM ENERGY CORP- A$213.6M1,576,2582.14%+1%
FCFSFIRSTCASH HOLDINGS INC$213.2M1,133,9152.14%+2%
DAVEDAVE INC$199.5M1,145,9012.00%+3%
SMTCSEMTECH CORP$175.9M2,287,5291.76%+2%
BWBABCOCK & WILCOX ENTERPR$170.5M11,603,6881.71%+9%
KRYSKRYSTAL BIOTECH INC$160.1M619,5861.60%+1%
QXOQXO INC$158.0M8,136,0611.58%+1%
KNXKNIGHT-SWIFT TRANSPORTATION$154.1M2,676,9561.54%+69%
GHGUARDANT HEALTH INC$121.0M1,310,0651.21%+34%
LSCCLATTICE SEMICONDUCTOR CORP$119.9M1,293,0921.20%+40%
PRAXPRAXIS PRECISION MEDICINES I$115.5M358,6181.16%+24%
PTCTPTC THERAPEUTICS INC$113.4M1,664,5591.14%+66%
Trimmed (30)
TickerIssuerValueShares% of bookShares Δ
TSEMTOWER SEMICONDUCTOR LTD$3.8M21,6590.04%-95%
FRPTFRESHPET INC$3.7M62,9820.04%-88%
AXTIAXT INC$30.0M526,6630.30%-74%
MODMODINE MANUFACTURING CO$40.3M185,8180.40%-64%
SENSSENSEONICS HOLDINGS INC$1.2M186,4260.01%-56%
EXPEAGLE MATERIALS INC$26.1M137,8400.26%-53%
UMACUNUSUAL MACHINES INC /US$5.6M451,5220.06%-46%
CELHCELSIUS HOLDINGS INC$48.6M1,370,5610.49%-43%
ONDSONDAS INC$92.8M10,261,8110.93%-41%
LTHLIFE TIME GROUP HOLDINGS INC$70.7M2,624,4900.71%-40%
PEGAPEGASYTEMS INC$41.5M975,6210.42%-39%
SITMSITIME CORP$70.0M202,7500.70%-24%
ACIWACI WORLDWIDE INC$98.1M2,391,3190.98%-21%
ALMALMONTY INDUSTRIES INC$61.2M4,224,6750.61%-19%
TTMITTM TECHNOLOGIES$50.3M516,4310.50%-19%
The book

Largest 150 of 167 holdings

TickerIssuerValueShares% of bookShares Δ
APLDAPPLIED DIGITAL CORP$547.8M23,075,6125.49%
MTZMASTEC INC$416.8M1,295,3854.18%
FIXCOMFORT SYSTEMS USA INC$343.9M249,3853.45%
DOCNDIGITALOCEAN HOLDINGS INC$299.1M3,487,1183.00%
XPOXPO INC$225.6M1,159,8302.26%
BEBLOOM ENERGY CORP- A$213.6M1,576,2582.14%
FCFSFIRSTCASH HOLDINGS INC$213.2M1,133,9152.14%
DAVEDAVE INC$199.5M1,145,9012.00%
LITELUMENTUM HOLDINGS INC$193.7M275,6231.94%
KTOSKRATOS DEFENSE & SECURITY$191.4M2,714,5711.92%
SMTCSEMTECH CORP$175.9M2,287,5291.76%
BWBABCOCK & WILCOX ENTERPR$170.5M11,603,6881.71%
KRYSKRYSTAL BIOTECH INC$160.1M619,5861.60%
QXOQXO INC$158.0M8,136,0611.58%
KNXKNIGHT-SWIFT TRANSPORTATION$154.1M2,676,9561.54%
MDGLMADRIGAL PHARMACEUTICALS INC$130.6M249,5111.31%
GHGUARDANT HEALTH INC$121.0M1,310,0651.21%
CUBICUSTOMERS BANCO$120.2M1,731,3101.20%
LSCCLATTICE SEMICONDUCTOR CORP$119.9M1,293,0921.20%
PRAXPRAXIS PRECISION MEDICINES I$115.5M358,6181.16%
PTCTPTC THERAPEUTICS INC$113.4M1,664,5591.14%
INSMINSMED INC$112.6M688,5541.13%
AAOIAPPLIED OPTOELECTRONICS INC$107.9M1,275,5191.08%
ALHCALIGNMENT HEALTHCARE INC$106.7M6,054,4771.07%
GVAGRANITE CONSTRUCTION INC$106.6M889,4921.07%
KRMNKARMAN HOLDINGS INC$103.2M1,288,7841.03%
SRRKSCHOLAR ROCK HOLDING CORP$100.8M2,049,6791.01%
ENSGENSIGN GROUP INC/THE$98.8M490,4260.99%
OSISOSI SYSTEMS INC$98.8M372,0740.99%
UUNITY SOFTWARE INC$98.6M4,493,7530.99%
ACIWACI WORLDWIDE INC$98.1M2,391,3190.98%
HCIHCI GROUP INC$96.4M623,8010.97%
CAVACAVA GROUP INC$95.4M1,179,4410.96%
APGAPI GROUP CORP$95.1M2,346,5610.95%
DNNDENISON MINES CORP$94.7M26,829,3910.95%
BBIOBRIDGEBIO PHARMA INC$93.9M1,265,0800.94%
ONDSONDAS INC$92.8M10,261,8110.93%
ATRCATRICURE INC$88.9M3,117,5450.89%
PTGXPROTAGONIST THE$87.4M829,2850.88%
HUTHUT 8 CORP$86.5M1,843,5820.87%
ESEESCO TECHNOLOGIES INC$85.6M304,1400.86%
OLLIOLLIES BARGAIN OUTLET HLDG INC$80.4M873,9220.81%
RSIRUSH STREET INTERACTIVE INC$79.4M3,651,2370.80%
USARUSA RARE EARTH INC$79.4M4,242,9410.80%
RDNTRADNET INC$78.9M1,411,4970.79%
SIGSIGNET JEWELERS LTD$71.9M849,1670.72%
LTHLIFE TIME GROUP HOLDINGS INC$70.7M2,624,4900.71%
SITMSITIME CORP$70.0M202,7500.70%
TMDXTRANSMEDICS GROUP INC$69.6M699,7700.70%
WSBCWESBANCO INC$69.5M2,013,9530.70%
ARWRARROWHEAD PHARMACEUTICALS IN$66.2M1,056,5340.66%
RXORXO INC$65.1M4,452,2160.65%
AXSMAXSOME THERAPEUTICS INC$62.8M371,5030.63%
RMBSRAMBUS INC$62.6M727,4940.63%
KEXKIRBY CORP$61.7M464,3220.62%
FIVEFIVE BELOW$61.4M268,8080.62%
ALMALMONTY INDUSTRIES INC$61.2M4,224,6750.61%
FLSFLOWSERVE CORP$60.0M815,7980.60%
UTIUNIVERSAL TECHNICAL INSTITUT$57.3M1,586,1880.57%
FNFABRINET$56.9M109,1170.57%
VSECVSE CORP$56.3M305,2870.56%
KRUSKURA SUSHI USA INC CLASS A$55.6M796,3930.56%
SNDXSYNDAX PHARMACEUTICALS INC$55.0M2,354,2850.55%
NBIXNEUROCRINE BIOSCIENCES INC$53.3M404,3930.53%
LASRNLIGHT INC$52.6M922,9790.53%
TGTXTG THERAPEUTICS INC$52.1M1,569,1710.52%
ASOACADEMY SPORTS & OUTDOORS IN$51.2M907,1870.51%
PLMRPALOMAR HOLDINGS INC$50.9M426,0460.51%
TTMITTM TECHNOLOGIES$50.3M516,4310.50%
NUVALENT INC-ANUVALENT INC-A$49.2M479,9980.49%
TCBITEXAS CAPITAL BANCSHARES INC$49.0M516,9660.49%
HASIHA SUSTAINABLE INFRASTRUCTURE$48.7M1,323,9100.49%
CELHCELSIUS HOLDINGS INC$48.6M1,370,5610.49%
NOGNORTHERN OIL AND GAS INC$46.4M1,586,5990.46%
XMTRXOMETRY INC-A$45.9M1,124,7330.46%
SNDRSCHNEIDER NATIONAL INC-CL B$45.6M1,728,5970.46%
TRNSTRANSCAT INC$45.1M614,5540.45%
LOPEGRAND CANYON EDUCATION INC$44.6M262,5570.45%
AXONAXON ENTERPRISE INC$43.2M101,7620.43%
LBLANDBRIDGE CO LLC-A$42.9M621,0750.43%
KNFKNIFE RIVER CORP$41.7M510,6220.42%
PEGAPEGASYTEMS INC$41.5M975,6210.42%
LIVNLIVANOVA PLC$40.5M636,5400.41%
MODMODINE MANUFACTURING CO$40.3M185,8180.40%
TILEINTERFACE INC$40.2M1,612,0870.40%
ENOVENOVIS CORP$40.0M1,756,6690.40%
RCATRED CAT HOLDINGS INC$39.7M3,033,0050.40%
BBBLACKBERRY LTD$38.5M11,876,5520.39%
CLHCLEAN HARBORS INC$35.6M124,2750.36%
BFLYBUTTERFLY NETWORK INC$34.8M8,620,8480.35%
XENERGY REACTOR COMPANYXENERGY REACTOR COMPANY$33.5M2,304,5590.34%
CRNXCRINETICS PHARMACEUTICALS IN$33.0M907,4120.33%
GENIGENIUS SPORTS LTD$32.1M7,243,6800.32%
AXTIAXT INC$30.0M526,6630.30%
OKLOOKLO INC$29.2M589,2940.29%
GFLGFL ENVIRONMENTAL INC-SUB VT$28.5M682,6500.29%
SYMSYMBOTIC INC$27.9M524,4150.28%
MIRMMIRUM PHARMACEUTICALS INC$26.4M285,3840.26%
EXPEAGLE MATERIALS INC$26.1M137,8400.26%
TERTERADYNE INC$26.0M87,7700.26%
NRGNRG ENERGY INC$25.4M173,4710.25%
CWHCAMPING WORLD HOLDINGS INC-A$25.2M3,695,0460.25%
ATECALPHATEC HOLDINGS INC$25.0M2,300,8990.25%
LPTHLIGHTPATH TECHNOLOGIES INC-A$24.4M2,435,7630.24%
UAMYUNITED STATES ANTIMONY CORP$24.1M2,759,3760.24%
TTWOTAKE-TWO INTERACTIVE SOFTWRE$23.0M116,2330.23%
SLDESLIDE INSURANCE HOLDINGS INC$22.6M1,252,9900.23%
MMEDMINIMED GROUP INC$22.5M1,505,7780.23%
YSSYORK SPACE SYSTEMS INC$21.9M988,5100.22%
FTAIFTAI AVIATION LTD$21.7M88,6280.22%
SLNOEURSOLENO THERAPEUTICS INC$20.9M623,4210.21%
RYTMRHYTHM PHARMACEUTICALS INC$20.9M239,9120.21%
SNSHARKNINJA INC$20.6M194,3280.21%
ARANTERO RESOURCES CORP$19.6M461,3530.20%
CRVSCORVUS PHARMACEUTICALS INC$19.5M1,335,1090.20%
LODECOMSTOCK INC$19.2M6,284,9580.19%
RKLBROCKET LAB CORP$18.2M283,2020.18%
WBIWATERBRIDGE INFRASTRUC-CL A$16.6M620,5740.17%
AMPXAMPRIUS TECHNOLOGIES INC$16.0M949,1470.16%
MKSIMKS INC$16.0M69,4370.16%
HIPOHIPPO HOLDINGS INC$15.9M608,2590.16%
LOVELOVESAC CO/THE$14.3M970,8970.14%
AMSCAMERICAN SUPERCONDUCTOR CORP$13.5M398,7110.14%
KMTSKESTRA MEDICAL TECHNOLOGIES$13.1M655,8770.13%
RLRALPH LAUREN$12.8M37,1800.13%
BOBSBOBS DISCOUNT FURNITURE$11.1M947,9840.11%
CWCURTISS WRIGHT CORP$10.7M15,6430.11%
RDDTREDDIT INC-CL A$10.5M77,8320.11%
DKNGDRAFTKINGS INC - CL A$9.8M454,1050.10%
MWHSOLV ENERGY INC-CL A$9.4M312,2550.09%
URGUR-ENERGY INC$9.3M6,234,8410.09%
EKSO BIONICS HOLDINGS INEKSO BIONICS HOLDINGS INC$8.9M133,6360.09%
NHCNATIONAL HEALTHCARE CORP$8.9M55,8740.09%
VIKVIKING HOLDINGS LTD$8.3M112,7540.08%
EXEEXPAND ENERGY CORP$8.3M75,4040.08%
CARILOHA INC - PROMISSORCARILOHA INC - PROMISSORY NOTE$8.0M8,001,4210.08%
OFRMONCE UPON A FARM PBC$6.8M418,1310.07%
CCJCAMECO CORP$6.8M62,6550.07%
LYTSLSI INDS INC$5.8M313,6500.06%
DWDPEURDUPONT DE NEMOURS INC$5.7M124,0380.06%
UMACUNUSUAL MACHINES INC /US$5.6M451,5220.06%
CIBGRUPO CIBEST SA-ADR$5.0M68,7610.05%
ESTAESTABLISHMENT LABS HOLDINGS$5.0M87,1790.05%
SSIISS INNOVATIONS INTERNATIONAL$4.2M833,3330.04%
BAPCREDICORP LTD$4.0M11,8540.04%
IRENIREN LTD$3.9M114,0650.04%
SGHCSUPER GROUP SGHC LTD$3.9M360,0000.04%
TSEMTOWER SEMICONDUCTOR LTD$3.8M21,6590.04%
FRPTFRESHPET INC$3.7M62,9820.04%
GOOSCANADA GOOSE HOLDINGS INC$3.4M309,5100.03%

This table is the 150 largest positions by value, out of 167 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by Hood River Capital Management LLC (CIK 1578177, accession 0001214659-26-006258). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

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